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How to Document Procedures

Documented procedures do not need to be complex or difficult. They are simple, step-by-step directions for completing a task.

Some key components are:

• The purpose of the task
• Who is involved (who initiates, approves, records)
• A description of the duties and responsibilities of each person involved in the process
• Sources for information and supplies
• A list of tasks performed, how to perform them, and the order in which they are performed
• A method to handle exceptions
• Examples or screen shots to illustrate expected results
• A source for changing the procedure

Once the documentation is written, try to follow it yourself, and then have someone else try it.

• Keep it in a place accessible to all who need it
• Make sure back-ups are done regularly
• Review and update procedures regularly